David Greenleigh is a registered investment advisor at Lgg Financial, based in Bethesda, MD, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 250 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LGG Financial charges a fee based on the value of your portfolio, ranging from 0.85% to 1.50% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount of assets managed, the use of independent managers, and the overall relationship. The total fee, including LGG Financial's fee and any independent manager's fee, will not exceed 2.00% annually.
Location
7200 Wisconsin Avenue, Suite 300, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is the Vice-Chairman for the Trip McNealy Foundation, hosting events to raise money for military charities. This requires minimal time each month and does not occur during trading hours.
Employment History
Current Registrations
Lgg Financial
Previous Registrations
Private Client Services, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.